This provider
The service provider's name, 571 additional funds served, 97 provider changes
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What matters now
- Won2 funds
MFV Partners Management, LLC moved 2 funds to this provider as auditor, from EisnerAmper.
A new client relationship, first shown on this filing.
- Won1 fund
Blockchain Coinvestors Manager, LP moved a fund to this provider as auditor, from WithumSmith+Brown.
A new client relationship, first shown on this filing.
- 7 / 4decisions won / lost
In the last 12 months advisers moved 31 funds to this provider (7 decisions) and 7 away (4 decisions).
One adviser moving many vehicles on one filing is counted as one decision.
DerivedForm ADV and Form D filings, consecutive filings compared - Won23 funds
Athos Private Wealth LLC moved 23 funds to this provider as auditor, from WSRP, LLC.
A new client relationship, first shown on this filing.
A fund is served when its adviser names this provider in the role on the fund’s latest Form ADV, or names it as a sales compensation recipient on a Form D. Gross assets are the adviser’s own figure on Form ADV; an implausible figure is left out rather than printed.
| Fund | Manager | Role | Vintage | Gross assets | Latest filing |
|---|---|---|---|---|---|
| 137 Holdings Sx, LLC | 137 Ventures Management, LLC | Auditor | 2015 | $3.7B | Form ADV Apr 15, 2026 reports.adviserinfo.sec.gov |
| Kairos Investors Fund II, LP.. | Kairos Managers, LLC | Auditor | 2019 | $1.4B | Form ADV Mar 31, 2026 reports.adviserinfo.sec.gov |
| Initialized III L.P. | Initialized Capital Management, LLC | Auditor | 2016 | $1.2B | Form ADV Mar 27, 2026 reports.adviserinfo.sec.gov |
- 137 Ventures Management, LLC18 funds, $5.4B reported gross assets
- Initialized Capital Management, LLC9 funds, $2.9B reported gross assets
- NEO Ventures, LLC10 funds, $2.6B reported gross assets
- Mar 31, 2026Won Auditor: this provider replaced EisnerAmper at MFV Partners Fund II, L.P. and 1 more of the same manager’s funds · MFV Partners Management, LLCForm ADV, previous Mar 31, 2025 reports.adviserinfo.sec.gov
- Mar 31, 2026Won Auditor: this provider replaced WithumSmith+Brown at Blockchain Coinvestors Early Stage Token Fund LP · Blockchain Coinvestors Manager, LPForm ADV, previous Oct 6, 2025 reports.adviserinfo.sec.gov
- Mar 31, 2026Won Auditor: this provider replaced WSRP, LLC at Athos Opportunity Fund Fph, LLC and 22 more of the same manager’s funds · Athos Private Wealth LLCForm ADV, previous Aug 9, 2025 reports.adviserinfo.sec.gov
A decision is one manager’s filing that names a different provider in the role with none carried over. An acquisition is shown as a succession and never counted as won or lost; two names of one firm family are neither.
Named as auditor on 574 venture funds, 2.9% of the venture funds with an auditor on record. Won 21 and lost 16 adviser decisions from 2024 to 2026: a net gain of 5.
Who it serves, by manager type
| Funds | Managers | |
|---|---|---|
| Institutional venture firm | 235 | 80 |
| Multi-stage venture firm | 146 | 26 |
| Not classified | 51 | 2 |
| Micro VC | 43 | 29 |
| Seed fund manager | 38 | 14 |
| Corporate venture | 21 | 5 |
By fund size
| Funds | Managers | |
|---|---|---|
| Under $25M | 260 | 92 |
| $25M to $100M | 199 | 108 |
| $100M to $500M | 103 | 54 |
| $500M and over | 12 | 6 |
By manager state
| Funds | Managers | |
|---|---|---|
| California | 304 | 89 |
| New York | 35 | 12 |
| Utah | 27 | 1 |
| Colorado | 12 | 3 |
| New Jersey | 8 | 1 |
| Texas | 8 | 3 |
Adviser decisions by year
| Filing year | Won (funds) | Lost (funds) | By acquisition |
|---|---|---|---|
| 2026 | 5 (29) | 4 (7) | none |
| 2025 | 7 (11) | 1 (1) | none |
| 2024 | 9 (28) | 11 (25) | none |
| 2023 | 7 (13) | 9 (19) | none |
| 2022 | 5 (7) | 7 (17) | none |
Where it wins and loses: manager type
| Won | Lost | |
|---|---|---|
| Institutional venture firm | 12 | 11 |
| Micro VC | 3 | 2 |
| Multi-stage venture firm | 3 | 2 |
| Not classified | 1 | 1 |
| Corporate venture | 1 | 0 |
| Private equity with venture activity | 1 | 0 |
Fund size
| Won | Lost | |
|---|---|---|
| Under $25M | 3 | 3 |
| $25M to $100M | 11 | 4 |
| $100M to $500M | 6 | 8 |
| $500M and over | 1 | 1 |
Manager state
| Won | Lost | |
|---|---|---|
| California | 11 | 5 |
| Massachusetts | 2 | 0 |
| New York | 2 | 0 |
| Texas | 1 | 1 |
| Alabama | 0 | 1 |
| Florida | 0 | 1 |
Loses most often to
- Frank, Rimerman + Co.6 decisions, 12 funds
- BDO2 decisions, 5 funds
- KPMG2 decisions, 2 funds
Wins most often from
- Frank, Rimerman + Co.4 decisions, 7 funds
- WithumSmith+Brown3 decisions, 4 funds
- BDO2 decisions, 3 funds
Decisions since 2023 for the breakdowns and the lists, five filing years for the table. One manager’s filing is one decision however many funds it moves. No change to or from this provider is recorded as an acquisition.
The managers to call are listed by name for a reader with the venture graph. See the auditor opportunity list
- First named
- Mar 15, 2012
- Latest filing
- Aug 13, 2026
- PCAOB firm id
- 854
Sources: SEC Form ADV Schedule D (Section 7.B.(1) items 23 to 28) and Form D sales compensation recipients, each row linked to its filing above.
Ask: Which venture funds switched auditor to or away from this provider in the last 12 months?
A provider can be followed from its named record.